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Sterling McCall Wealth Management offers guidance for all financial needs. We have been established since 2003 and have a growing number of Independent Financial Advisers working on our behalf, offering a personal and individual service for all our clients. Our mission is to 'provide a service for our customers that is characterised by quality, honesty and clarity, with a commitment to continual improvement. We acheive this by offering face to face advice for whole of the market products and utilising many years of financial services experience as a team. Innovation is our catalyst for growth, We are not about 're-inventing the wheel', we are about creating a better and more effective service for our customers. Being one of the first companies to introduce Discretionary Fund Management into the business has helped to increase or client base. We have customers in all four corners of the UK and believe in building long term relationships with all of our clients.

View Top Employees from Sterling McCall Wealth Management
Website http://www.sterlingmccall.co.uk
Revenue $5.5 million
Employees 11 (7 on RocketReach)
Founded 2003
Phone +44 1472 269194
Technologies
Industry Financial Services, Finance General, Advice for Businesses, Finance, Advice for Individuals, Pensions, Investments, Discretionary Fund Management, Life Assurance, Health Insurance, Income Protection, Mortgages
Competitors Bevan & Buckland Wealth Management, MM WEALTH LTD, Ravenscroft Optimal Portfolio Management Limited, Self Invested Portfolios
SIC SIC Code 62 Companies, SIC Code 621 Companies
NAICS NAICS Code 523 Companies, NAICS Code 52 Companies

Sterling McCall Wealth Management Questions

The Sterling McCall Wealth Management annual revenue was $5.5 million in 2024.

Charles Patchett is the Partner IFA of Sterling McCall Wealth Management.

7 people are employed at Sterling McCall Wealth Management.

The NAICS codes for Sterling McCall Wealth Management are [523, 52].

The SIC codes for Sterling McCall Wealth Management are [62, 621].

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